+31.4%
KXI vs VT
+59.8%
-28.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -1.5% | -0.7% | -0.8% | -1.3% |
| 30D | +7.8% | -1.7% | +9.5% | +8.4% |
| 3M | +6.2% | -2.3% | +8.5% | +7.1% |
| 6M | +9.0% | +1.5% | +7.5% | +7.8% |
| YTD | +14.5% | +12.0% | +2.5% | +8.0% |
| 1Y | +15.5% | +12.9% | +2.7% | +8.6% |
| 3Y | +38.2% | +74.9% | -36.8% | +2.1% |
| 5Y | +31.4% | +59.9% | -28.5% | -0.8% |
| All | +31.4% | +59.8% | -28.3% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling